Personal Services

Personal Services

What are your most pressing financial and retirement needs, goals, and dreams? When you're ready for a deep conversation and in-depth assessment of your portfolio, let's build a custom plan together. We offer courteous expertise and client-first service, as well as a comprehensive array of retirement and investing options.


Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?

Retirement Planning

We take a “Divide and Conquer” approach to retirement planning. First, we gather information on your assets, retirement goals, and anticipated monthly retirement expenses.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

Business Services

Business Services

Let us help you attract and retain top talent in your organization! Whether you are a small business owner or an executive at a Fortune 500 company, Acuity Financial can tailor your employee benefits package so that it fits your needs and budget.


Employee Benefits for Business Owners

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. And it shouldn’t surprise anyone that some of the most satisfied employees are those that are content with the benefits provided by their employer.

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.